Patriot Federal Credit Union and Ameriprise Financial FAQs

Patriot is excited to announce its new relationship with Ameriprise Financial. This new relationship is founded upon our shared commitment of putting clients first. We’re confident their depth of expertise in helping clients reach their financial goals will enhance our ability to help you reach the next step in your financial journey.

For 130 years, Ameriprise Financial has earned clients’ trust by providing personalized, goal-based advice. As a longstanding leader in financial planning and advice, they’re focused on helping you achieve your financial goals.

Learn more about Ameriprise Financial at ameriprise.com.

We’re excited about the new enhancements to your current Patriot experience.

• Access to a robust set of investment options
• Option for eSignature, e-delivery of your documents
• Secure mobile check deposit capabilities

Update your email address.

Over the next few months, you will continue to receive email communications with updates and any actions you may need to take. It’s important that we have the best email on record to keep you informed.

To update or verify your email address, you can:

• Contact your Financial Advisor
• Call Patriot’s contact center at 888-777-9982

Your new Patriot experience is expected to take place on March 10^th, 2025.

There are a few things you can do to prepare for your new Patriot experience:

• Contact your financial advisor with questions – they are the best resource
• Check this FAQ page often
• Look out for future email communications

• Throughout and after this transition, your relationship with your financial advisor will remain the same, they will be in the same office continuing to provide the personalized service that you have come to know and expect.
• The same is true for any other relationships you may have with Patriot – your relationships, contacts and accounts will not change.
• If at any time you have questions, you can reach out to your financial advisor, as always, they are happy to help.

• Your financial advisor remains the same before, during, and after this change; they are here to help you complete any transition actions and answer questions.
• You can also contact the Patriot contact center line at 888-777-9982.

• Leading up to the transition and after, you may receive communications from Patriot or your financial advisor.
• You may also receive communications from Ameriprise Financial. Please take a moment to read through when you receive them.

Set up your communication preferences on the Ameriprise Financial secure site. This is a great way to make sure you get communications the way you want. It’s easy to sign up for e-delivery of documents which are archived and stored securely on your secure site and can help slow the volume of mail you’ll receive during this transition.

• Click on Profile in upper right corner next to your name > Choose Communications Preferences> Choose mail or online delivery.

• At the end of March 2025, you’ll receive two statements at month-end from both CUSO Financial Services and Ameriprise Financial.
• You’ll receive a year-end statement from both CUSO Financial Services and Ameriprise Financial.

• The financial conversion for the on-platform assets will automatically transfer March 10^th, 2025. The financial advisors and sales assistants will have access to your accounts beginning March 10^th, 2025, to continue to serve you.
• Please note: Any accounts held with an annuity carrier or mutual fund company direct typically take longer to process through a bulk broker-dealer change. Please reach out to your financial advisor if you have any questions on this.

Yes. While your account number will change, the structure of your relationship will remain the same. Your financial advisor will be able to help explain your new account numbering should you have any further questions.

No, your other accounts, such as your banking or savings account, will not be impacted.

Standing bank instructions will not automatically transfer to Ameriprise Financial. Starting March 10th, 2025, you can work with your financial advisor to sign required forms that allow us to authorize the instructions on file.

Leading up to the transition and after you may receive communications from Patriot and Ameriprise Financial via email or mail.

Before March 10^th, 2025, launch date:

• Ameriprise Financial will send you a Welcome email or letter that includes a link to register for the secure site. Once registered, clients will be able to see their account information anytime, from anywhere.
• If you do not have an email on file with Patriot yet, you will receive a Welcome letter in the mail from Patriot the week of March 10^th, 2025, with instructions for signing up for the secure site.
• For entity accounts, authorized parties will need to be validated prior to the registration email being sent. You can work directly with your financial advisor to do this.

After March 10^th, 2025, launch date:

• If you have an email on file with us, follow the instructions in the Welcome email from Patriot.
• Otherwise, you can go to ameriprise.com/secure/register and if you have any questions, your financial advisor is here to help.

The secure site provides a consolidated view of a client’s Ameriprise Financial accounts and allows clients to track progress toward their goals, view their portfolio and securely collaborate with their financial advisor. It offers access to online trading, including convenient market data snapshots, expert research, quotes and company information.

Ameriprise Financial is committed to clients and their privacy and applies multiple layers of security technology to protect both financial and personal information. Learn more in the Ameriprise Financial Online Security Guarantee.

To download the free Ameriprise Financial app, go to the Apple App store or Google Play store and type in ‘Ameriprise Financial’. Click here to learn more.